PLANNING AND PROCESS

TheUnlimited...

...works with you to determine the method of investing most appropriate to meet your goals based on your unique circumstances and personal objectives.

Client-Focused Planning Process

Over many years, we have created a process around these key beliefs to help our clients develop and implement an investment plan. We believe that by following this process, together we can:

  • Evaluate the level of risk in your current program.

  • Determine whether any changes could help improve your financial situation.

  • Implement changes as needed.

  • Help keep you on track to reach your goals

Step 1 – Financial Check Up:

This step involves learning about you. Understanding who you are, what is important to you, then identifying and prioritizing your goals.

Step 2 – Analysis and Results:

Here we analyze the information gathered in Step 1. We have tools and resources that enable us to run a variety of allocation and investment scenarios providing you with a deeper understanding of your finances and possible future outcomes.

Step 3 – Implementation:

Sound decisions are based on facts and careful research, not emotions. Building on Steps 1 and 2, we will select an investment strategy that aligns with your objectives and risk tolerance.

Step 4 – Staying on Track:

Circumstances can and will change for clients. Whether your goals and objectives have evolved, you’re worried about market volatility, or you’d just like reassurance that you are on the right path, we are committed, to being available to you. If you think it might be time to make changes, we can start the process again to help keep you on track.

OUR APPROACH TO IMPLEMENTATION

Disclosures

The individuals identified as TheUnlimited Financial Group are affiliated with Primerica, and offer products and services through Primerica subsidiaries, including Primerica Life Insurance Company and PFS Investments Inc.A Primerica representative’s ability to offer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.PFS Investments Inc. (PFSI) offers both brokerage and advisory accounts. Representatives do not have investment discretion over any client account or assets. For additional information about the products and services available in brokerage and advisory accounts, including fees, expenses and the compensation received by PFSI and your representative, please review a copy of our Form CRS, Form ADV brochure and our informational brochure, Investing with Primerica, available from your representative and online at www.primerica.com/pfsidisclosures.Securities offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, a broker-dealer and investment adviser registered with the Securities & Exchange Commission (SEC), a member of the Financial Regulatory Authority (FINRA) [www.finra.org] and a member of the Securities Investors Protection Corporation (SIPC) [www.sipc.com]. PFSI’s advisory business is conducted under the name Primerica Advisors. Fixed indexed annuities are offered by Primerica Financial Services, LLC (PFS). PFSI, PFS and Primerica Inc. are affiliated companies.The Lifetime Investment Platform is an advisory program sponsored by Primerica Advisors. For additional information about Primerica Advisors, please ask your representative for a copy of the Lifetime Investment Platform Form ADV brochure.Investors should carefully consider the investment objectives, risks, charges, fees and expenses of any mutual fund before investing. This and other important information can be found in the fund’s prospectus and, if available, the summary prospectus. Please read the prospectus and, if available, the summary prospectus carefully before investing. Prospectuses are available from your Primerica representative.Primerica representatives are not financial or estate planners, or tax advisors. For related advice, individuals should consult an appropriately licensed professional.This material is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold a security.Investing entails risk including loss of principal. Past performance is no guarantee of future results.dline

Who Am I? I AM THE UNLIMITED!!

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Luis@theUgaldeUnlimited.com

(305) 519-4549

13798 NW 4th St Suite 305 Sunrise, FL 33325

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